Module
The Insight module helps you look at your activity with a more strategic view: what pushes you forward, what slows you down and where to focus.
Main video
A short video to understand this module without feeling like it speaks Martian.
A more strategic view to detect what pushes you forward and what is holding you back.
Quick guide
This is not about filling data just to fill it. It is about understanding better what is happening.
To give you a more strategic view of your activity and help you make better decisions.
View indicators, detect trends and identify which clients or areas matter most.
Enter Insight, review the main data and observe which signals repeat.
Insight does not do magic by itself. The more real data you enter in the app, the more useful it becomes.
Usual steps
Open the module and take a look at the main indicators.
Check whether the evolution is positive or whether there are warning signs.
Check which clients, areas or periods weigh most in the results.
Use that information to reinforce what works and review what is weak.
More videos
Available videos for this module will appear here automatically.
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Frequently asked questions
It analyzes the information you have already registered in the app to provide a more strategic view.
The more data you have, the better. But even with little usage it can already give you an initial orientation.
No. Insight es una capa de análisis. Los otros módulos siguen siendo la base del trabajo diario.
Still not clear?
Si esta ayuda no te ha resuelto lo que buscabas, usa el formulario central de ayuda. El módulo Insight ya irá seleccionado para que nos llegue mejor clasificado.
If we later publish a related video or explanation, we can notify you by email.
Next step
Once you understand Insight, you can return to daily work with better judgement.